Daily Update
Archive of Daily Emails for Stratechery Members
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The XZ Backdoor, What Happened, Open Source Safety
A backdoor was inserted in an obscure open source project, and uncovered nearly by accident. What happened, how did it happen, and what needs to happen to prevent it in the future?
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MLS on Vision Pro, The Vision Pro’s Missing Content, The Vision Pro’s DRI
The Apple Vision Pro finally has a new piece of immersive content, and it’s very disappointing — along with the overall paucity of content. Does Apple have a strategy? Who is in charge?
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Apple and the Monopoly Question, iPhone Market Share, Apple’s Durability
More on the Apple antitrust case, and the pertinent question of whether or not the iPhone has dominant market share. Then, why the DOJ’s theory of the case is fundamentally flawed.
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An Interview with dLocal Founder Sebastián Kanovich and CEO Pedro Arnt
An interview with dLocal founder Sebastian Kanovich and CEO Pedro Arnt about growing a payments business in emerging markets.
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Microsoft and Inflection AI, Inflection Oddities, The Acquisition That Isn’t
Microsoft is acquiring Inflection AI in everything but name, which makes everything about this deal very strange.
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Apple Releases AI Research Paper, Apple + Gemini?
Apple releases a new paper about AI, while there are rumors the company might partner with Google to offer Gemini in iOS; both make sense for Apple’s strategic position.
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An Interview with Zoom CEO Eric Yuan About Surviving COVID and Building Moats
An interview with Zoom founder and CEO Eric Yuan about starting Zoom, surviving COVID, and building a moat in the enterprise.